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Leadership Roles
 

Conflicts of Interest

Before becoming a member leader, several eligibility requirements must be met. Chapter leaders must be from different households, except for the Thrivent Builds chapter specialist and the chapter advisory positions. Congregational advocates within a church do not need to be from different households. ("Household" is defined as the members who live at a single residential address.)

In addition, some members are not eligible to hold certain volunteer leader positions due to conflicts of interest. The following chart outlines the chapter leadership board and congregational position eligibility based on current roles.

Chapter Leader Thrivent Builds Chapter Specialist Chapter
Advisory
Cong. Advocate Thrivent Builds Cong. Champion
Managing Partner or family members       Yes Yes
MCE or CET staff       Yes  
MCE or CET staff family members   Yes Yes Yes Yes
Financial Representatives, family members or employees/agents of   Yes1 Yes1 Yes1 Yes1
Required Chapter Board Leader (elected or appointed)       Yes Yes
Optional Chapter Board Leader (elected or appointed)   Yes2 Yes Yes Yes
Regional financial office staff   Yes Yes Yes Yes
Sales Agents not with Thrivent Financial3, family members or employees of          
Thrivent Financial Board of Director Yes Yes Yes Yes Yes
Congregational Advocate Yes Yes Yes   Yes

Besides the above conflict of interest requirements, it is the policy of Thrivent Financial that conflicts of interest on the part of its chapter leaders which might impair their independence of judgment or influence their decisions or actions with respect to the chapter's business be identified and managed. Accordingly, elected chapter leaders shall disclose potential conflicts of interests to the entire Board.

In the event that the chapter Board is informed of or discovers a potential conflict of interest applicable to a member of the Board, the Board members who do not have the potential conflict of interest under consideration shall determine whether or not the situation is a conflict of interest and whether or not the Board member having the conflict may participate in the voting or discussion regarding the issue to which the conflict relates. The failure of a member of the chapter Board to disclose a conflict of interest or the failure of a member of the chapter Board to eliminate a conflict of interest determined by a majority of the full chapter Board to be an unacceptable conflict of interest shall be cause for removal of the leader from the chapter Board.

1 Must have approval of the managing partner.

2 Assistant Financial Director, or any other optional chapter board leader with access to the regular chapter checking account, is NOT eligible to serve as the Thrivent Builds Chapter Specialist.

3 Sales agents not with Thrivent Financial who sell mutual funds, life insurance or annuities and their family members or employees are not eligible for chapter leadership board positions, congregational advocate positions, or Thrivent Build positions. These positions have access to proprietary member listings and other information about Thrivent Financial, and therefore are excluded from eligibility in a volunteer leadership role with Thrivent Financial.

 
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Family members include spouse, parent and/or child.

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Required positions include president, records director, and financial director.

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Optional positions include vice president, community service team director, director of congregational advocates, assistant financial director, communications director, events director, and youth director.

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Insurance products issued or offered by Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Products issued by Thrivent Financial are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents/producers of Thrivent. Fee-based investment advisory services are available through qualified investment advisor representatives only.

Trust and investment management accounts and services offered by Thrivent Trust Company are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

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